SG

StoneX Group Portfolio holdings

AUM $2.06B
1-Year Est. Return 18.44%
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.31M
3
+$1.61M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$1.45M
5
DIS icon
Walt Disney
DIS
+$1.09M

Top Sells

1
+$5.05M
2
+$1.27M
3
+$1.06M
4
PYPL icon
PayPal
PYPL
+$1.05M
5
DUK icon
Duke Energy
DUK
+$953K

Sector Composition

1 Technology 9.77%
2 Industrials 7.67%
3 Healthcare 7.39%
4 Financials 6.79%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$343K 0.19%
3,292
-476
152
$342K 0.19%
1,663
+364
153
$340K 0.19%
6,191
-212
154
$340K 0.19%
2,680
-12
155
$337K 0.19%
+8,141
156
$337K 0.19%
1,564
+388
157
$336K 0.19%
2,332
-456
158
$336K 0.19%
2,952
+126
159
$331K 0.19%
1,495
+249
160
$328K 0.19%
9,279
+368
161
$327K 0.18%
3,606
+60
162
$325K 0.18%
5,764
-246
163
$325K 0.18%
4,729
-286
164
$325K 0.18%
18,633
+309
165
$322K 0.18%
5,124
-1,295
166
$320K 0.18%
18,567
+5,202
167
$318K 0.18%
794
-347
168
$318K 0.18%
1,582
+390
169
$317K 0.18%
17,778
+1,614
170
$312K 0.18%
+5,991
171
$311K 0.18%
7,660
-8,314
172
$304K 0.17%
5,371
+524
173
$304K 0.17%
+5,086
174
$303K 0.17%
7,427
+42
175
$300K 0.17%
5,825
+259
5 6
7
8 9